Houlihan Lokey
HLI
168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 23 closing their positions.
39% more capital invested
Capital invested by funds: $1.26B → $1.76B (+$498M)
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
12.31% more ownership
Funds ownership: 99.03% → 111.34% (+12%)
6% more funds holding
Funds holding: 159 → 168 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
91% less call options, than puts
Call options by funds: $352K | Put options by funds: $4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCU
ORIX Corporation USA
Dallas,
Texas
|
+$154M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$17.5M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$16M |
| 4 |
HA
H2O AM
London,
United Kingdom
|
+$12M |
| 5 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$11.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.1M |
| 3 |
Renaissance Technologies
New York
|
-$10.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.74M |
| 5 |
Bank of New York Mellon
New York
|
-$8.34M |
HLI Hedge Fund Activity: Q1 2019 in Review
168 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2019, worth a combined $1.76B — up 39% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HLI positions and 23 closed out — a net gain of 9 holders — while 67 added to existing stakes and 52 trimmed.
The largest buyer was ORIX Corporation USA, adding an estimated $154M. The largest seller was VOYA Investment Management, cutting an estimated $11.6M.
- 168 institutional investors held Houlihan Lokey (HLI) as of Q1 2019, up from 159 in Q4 2018.
- Funds reported $1.76B of Houlihan Lokey stock for Q1 2019, up 39% quarter-over-quarter.
- 32 funds opened new Houlihan Lokey positions in Q1 2019 and 23 closed out, a net change of +9 holders.
- The largest Houlihan Lokey buyer in Q1 2019 was ORIX Corporation USA, an estimated $154M added.
- The largest Houlihan Lokey seller in Q1 2019 was VOYA Investment Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2019.